+1,472.1%
AXTI vs SU
+267.2%
+1,204.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | +5.1% | +2.2% | +2.9% | +4.2% |
| 30D | -17.5% | +8.4% | -25.9% | -20.2% |
| 3M | -26.7% | +12.1% | -38.8% | -30.8% |
| 6M | +36.8% | +19.7% | +17.1% | +26.3% |
| YTD | +296.1% | +58.4% | +237.7% | +226.8% |
| 1Y | +1,810.6% | +67.2% | +1,743.4% | +1,443.9% |
| 3Y | +2,587.6% | +125.0% | +2,462.5% | +1,825.3% |
| 5Y | +601.7% | +355.1% | +246.7% | +259.8% |
| All | +1,472.1% | +267.2% | +1,204.9% | +834.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling